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Showing 2031 - 2040 of 4013 results for "Accounts"

Changed RBA rate expectations?

BENJAMIN ONG  |  MONDAY, 6 NOV 2017
... Australian retail sales - that which account for a big chunk of household final consumption expenditure which, in turn, accounts for around two-thirds of GDP - continues to not grow. While the monthly figures show an improvement from decline of 0.3% ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Managed accounts provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... the right solutions. One example is integrating a FirstChoice online application with xPlan, which streamlines the way accounts are set up and creates greater efficiency for advisers. The introduction of Portfolio Service in partnership with CommSec ...

Melbourne advice firm cops historic $1 million fine

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... named Golden Financial Group, was found on eight separate occasions to have advised clients to roll over superannuation accounts, as well as take up insurance policies, that committed them to costly, unsuitable and unnecessary financial arrangements ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... digitised advice across all aspects of personal finance, says its founder David Pettit. The app, which aggregates different accounts to paint a holistic snapshot or a 'welfie' of finances, is a free online tool that allows users to interact with chat ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... assets under advice, which includes two meetings with a financial planner per year, rebalancing of super and investment accounts, and unlimited adviser support via email. Golombick added they recognise the need for clients to speak to a human in creating ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
Private Portfolio Managers is expanding its managed accounts offering to improve the limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an ...

MLC Life enhances benefits, boosts savings

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... discount band when bundled with critical illness cover; and extending the offer of a platform discount to all E-rollover accounts. Heyhoe said ensuring policies are as affordable as possible is paramount. "We have been able to keep our premiums low in ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... respected and progressive wealth management business." "The team at Quill have long recognised the benefits of managed accounts in delivering not only some great outcomes for their clients but also greater scale and efficiencies for their business, and ...

Enter the dragon

BENJAMIN ONG  |  MONDAY, 23 OCT 2017
... August but fixed asset investment slowed to 7.5% from 7.8% over the same period. These are captured by China's national accounts which showed that GDP growth slowed to an annual rate of 6.8% in the third quarter from 6.9% in the second and 6.9% in the ...